Case Studies

Explore Our Track Record

Buy Side Case Study

Laying the Foundations for a Rollup in Residential Restoration

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Sell Side Case Study

Walking Alongside SaaS Founders Exiting to a Strategic Buyer

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Sell Side Case Study

Advising a Foreign Owner through the Sale of His Content Membership Business to an American Buyer

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Sell Side Case Study

Navigating the Sale of a Granite Carving Business to Secure a Prosperous Retirement

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Buy Side Case Study

Aiding a SaaS Rollup in Serial Acquisitions Around the World

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Buy Side Case Study

Working with Self-Funded Searchers to Purchase a Legacy Media Business Where They’ll Use Their Experience to Bring the Business into a New Era

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Buy Side Case Study

Helping Self-Funded Searchers Structure a Winning Deal with Investors and a Seller Rollover

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Sell Side Case Study

Guiding a SaaS Founder Through an Acquihire Balancing Personal Goals with Continued Business Growth

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